Christina Beers Carey
Investment adviser representative at LPL Financial LLC
14 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Christina Beers Carey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- LPL Financial LLCMay 2026 to now
- Cetera Advisors LLCSep 2022 to Apr 2026
- Cetera Investment AdvisorsSep 2020 to Apr 2026
- First Allied Securities, Inc.Mar 2014 to Sep 2020
- Retirement Strategies of MarylandJun 2012 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6097417
- Firm CRD
- 6413